+8,705.9%
LRCX vs CG
+351.2%
+8,354.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.8% | +6.0% |
| 7D | +1.9% | -4.3% | +6.2% | +4.2% |
| 30D | +0.1% | -5.1% | +5.2% | +2.4% |
| 3M | -8.5% | +8.7% | -17.2% | -12.8% |
| 6M | +38.1% | -9.2% | +47.3% | +44.0% |
| YTD | +80.1% | -18.9% | +98.9% | +97.3% |
| 1Y | +208.1% | -25.6% | +233.7% | +251.9% |
| 3Y | +350.2% | +57.3% | +292.9% | +242.1% |
| 5Y | +430.7% | +10.2% | +420.5% | +365.5% |
| 10Y | +3,633.2% | +364.2% | +3,269.0% | +1,744.7% |
| All | +8,705.9% | +351.2% | +8,354.7% | +4,235.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling